conscious leadership principles + mindful strategy + partnership for impact

Retreats + Meetings

Design and facilitation of family & board retreats and meetings

Strategy Development

Development of values-aligned grantmaking strategies aimed at impact

Due Diligence

Best practices research and evaluation of prospective grantees

Transition Planning

Planning for next generation philanthropy, succession, and potential spend down


Cultivation of collaborative relationships with issues experts, potential partners, investment managers, & more.


Evaluation of grantmaking  outcomes and intregration of feedback loops into future strategy development